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Point Loma Estate Planning Law

Can a trustee be required to take continuing education courses?

May 9, 2025 by admin

The question of whether a trustee can be *required* to take continuing education courses is complex, varying significantly by state …

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Can a trustee be obligated to teach financial planning to beneficiaries?

May 9, 2025 by admin

The question of whether a trustee is obligated to teach financial planning to beneficiaries is complex, often lacking a simple …

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Can a trust work together with a durable power of attorney?

May 9, 2025 by admin

The interplay between a trust and a durable power of attorney (DPOA) is a frequent question for individuals planning their …

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Can a trust take out a loan or mortgage?

May 9, 2025 by admin

The question of whether a trust can take out a loan or mortgage is surprisingly common, especially in California where …

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Can a trust support online entrepreneurship ventures?

May 9, 2025 by admin

The question of whether a trust can support online entrepreneurship ventures is increasingly relevant in today’s digital age. Traditionally, trusts …

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Can a trust support estate tax planning for other family members?

May 9, 2025 by admin

Estate tax planning isn’t a solitary endeavor; it frequently extends to providing for other family members, and trusts are powerful …

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Recent Posts

  • Can I allocate specific assets to charities within one CRT?
  • Can I allocate funds for heirs to participate in political campaigns or lobbying?
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